Overview of Summer '14

5 Truths

• Chose Name & colors for event
• Designed logo& all graphics from scratch
• Designed working website from scratch
  • ​Many different drafts
• Designed sign up form
  • links with email and website
• Regular interaction with CEOs 
• Put on first event
• Sourcing attendees
  • LinkedIn, Twitter, Facebook, Online
• Detailed plan / strategy for next events
  • (see later slides)

• Social Media Topics / Research
  • extensive market social media research
  • researched competitors and what they did right and wrong
  • Read numerous books on topic
  • Created notes / topic ideas from this
    • (2 Gary Vee, Art of Thinking Clearly, On the Edge, etc)
  • Long list of influencers
    •  

• Dave’s website

• Dave’s FB page

Social Media

• Long list of targeted topics

• Re-did LinkedIn page and Facebook

  • Created LinkedIn career page

• BizDev efforts

• Sourced attendees

• place

• Extensive social media research

• Video filming

• Notes at SmartAsset Kickoff

research & remodeling

concept to reality

BizDev

• Long list (150+) of prospects for future events

• Sourcing Candidates

• Prospects in Seattle listed

• Prospects in Austin listed

• Gold Medal Wins rewritten

• CRM system chosen & in 

Other

Sourced Attendees

Proficient in Clockwork

Target companies for SmartAsset

Long-Term Press Plan

Daily upkeep on industry news

Photos

Next Steps

What's ahead (overview)

Working Remotely

Ensuring effective communication & results

Monday @ 2PM: Skype Session

Friday

#DPSM Press Plan

5 Truths, Events, Newsletters, Social Media, & More

short / long-term plan to achieve strategic goals